Foundations Investment Advisors, LLC
EndowmentPosition in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1743404
PHOENIX, AZ
Position in DIA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,218,735
-$13,145,250 QoQ
Shares Held
2,333
-92.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#541
of 1,431 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
All Filings in DIA
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,218,735 | 2,333 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $14,363,985 | 31,011 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $13,183,957 | 27,434 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $949,739 | 2,048 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $914,789 | 2,076 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,116,460 | 2,659 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,521,513 | 5,926 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,120,844 | 2,649 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,022,413 | 2,614 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,308,232 | 3,289 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,935,276 | 10,442 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $5,776,882 | 17,247 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $431,187 | 1,254 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $276,739 | 832 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $244,852 | 739 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $222,944 | 776 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $210,241 | 683 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $2,438,908 | 7,032 | Shares | Sole | 2022-04-19 | |
| No filing history on record for this holder in this stock. | ||||||